Living Trusts: After the 1997 Taxpayer Relief Act

The use of revocable living trusts nationwide has skyrocketed. Unfortunately, lawyers do not always assume the task of transferring the trustor's assets to a revocable living trust after it has been established. In fact, in many cases, lawyers delegate this task to the trustor which can be a confusing and overwhelming task for individual investors with no special knowledge of the tricky legal and tax issues. Doug Moy cuts through the technical complexity inherent in this estate planning tool, and explains in straightforward language all the practical information necessary to operate and fund living trusts. Moy also covers all the new information about living trusts resulting from the new tax law.